Rall Capital Management offers comprehensive wealth management services that combine ongoing investment management and detailed financial planning. The firm builds globally diversified portfolios tailored to each client's goals, time horizon, and risk tolerance using stocks, bonds, mutual funds, exchange-traded funds, and real estate. In addition to managing investments, Rall Capital Management creates financial plans covering net worth, cash flow, insurance, retirement, and tax and estate planning strategies. The firm acts in a legally required best interest capacity for its clients and operates on a fee structure based on the value of the portfolio managed. Rall Capital Management emphasizes long-term investment strategies and coordinates with third-party professionals for tax preparation and legal document drafting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Client accounts may be aggregated for fee calculations. Fees are negotiable.
